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Art of the No Deal
Good Morning, A quite uneventful weekend except for a rare Trump-Putin meeting on US soil. No deal was made. Let's dive in. Before The Bell As of 8/15/2025 market close. Click here to learn more about the Litquidity portfolios and subscribe to the strategies on Autopilot.* Markets US stocks slipped from ATHs on Friday on …
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Bessent Backtracks
US Treasury Secretary Scott Bessent reverses course on Bitcoin strategy reserve buying
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Free Market Communism
Together with Good Morning, Producer inflation data came in hot, private credit funds struggle to find deals, prominent investors are buying the dip in UnitedHealth, 401(k)s are more tied to stocks than ever, and the Trump administration is in unusual talks to acquire a stake in Intel. VC Lerer Hippeau and Litquidity are bringing together …
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Justin Sun To Sue Bloomberg
Bitcoin flies past all time highs and slingshots alt coins higher in its wake
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No Right on Red -PwC
Good Morning, Trump is down to three or four potential Fed chair picks from a list of eleven, PwC UK installed a traffic-light dashboard to monitor office attendance, global investors are flocking to non-US markets, and PE LPs are pushing back against an over-reliance on continuation vehicles. Let's dive in. Before The Bell As of …
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Crypto Earnings Season
Inflation data comes in softer than expected saving this bull run
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Shut Up and DJ
Together with Good Morning, Trump told David Solomon to focus on being a DJ, CEOs have completely U-turned on recession fears, Q3 M&A volume may hit $1T for just the second-time ever, and Musk and Altman are fighting again; in court, on Twitter, over Apple, with a rival for Neuralink, and every arena in between. …
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Gannon’s Crypto Fund On Autopilot
You can now trade alongside Gannon Breslin’s crypto portfolio. Gannon is the co-founder of Crypto Sum with experience building a crypto media business and a deep interest in the crypto and stock markets.
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Strategy’s 5th Bitcoin Birthday
Saylor does what he does best
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Tues, 8/12
Together with Good Morning, VC Lerer Hippeau and Litquidity are bringing together an exclusive group of founders, backers, and operators for an evening of drinks, music, and light bites on Friday, August 22 in East Hampton, New York. Some invaluable conversations, especially if you're a founder. RSVP here. Planful's latest survey reveals insights from finance …
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YOU SOLD?!
Bitcoin and Ethereum scratch all time highs over the weekend
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To bull, or not to bull
Together with Good Morning, Trump fired the IRS commissioner, Bessent is leading the search for J Pow's successor, institutional LPs are worried about PE's courtship of retail investors, risk-obsessed traders are again ignoring macro concerns, and quant algorithms are bullish while human traders are bearish in a rare divergence. UpSlide recently released Track Changes for …